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DFPG Investments’s Southern Copper SCCO Stock Holding History

DFPG Investments’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$1.11M Buy
14,226
+190
+1% +$13.2K 0.09% 215
2023
Q3 		$909K Buy
14,036
+748
+6% +$54.7K 0.08% 219
2023
Q2 		$946K Buy
13,288
+1,738
+15% +$119K 0.09% 238
2023
Q1 		$816K Buy
11,550
+3,505
+44% +$238K 0.09% 239
2022
Q4 		$548K Buy
+8,045
New +$411K 0.09% 241

Other funds holding SCCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

DFPG Investments's SCCO Position: Q4 2023 in Review

DFPG Investments increased its Southern Copper (SCCO) stake by 1.4% in Q4 2023, buying an estimated $13.2K and bringing the position to 14,226 shares worth $1.11M. The position accounts for 0.09% of the portfolio, ranked #215.

DFPG Investments first reported a position in SCCO in Q4 2022 and has held it in 5 quarters since. 533 funds tracked by Wall St. Rank hold SCCO as of Q4 2023.

  • DFPG Investments held 14,226 shares of Southern Copper worth $1.11M as of Q4 2023.
  • DFPG Investments bought 190 Southern Copper shares in Q4 2023, an estimated $13.2K.
  • Southern Copper made up 0.09% of DFPG Investments's portfolio in Q4 2023, its #215 holding.
  • DFPG Investments first reported a position in Southern Copper in Q4 2022 and has held it in 5 quarters since.
  • 533 funds tracked by Wall St. Rank held Southern Copper as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.